Chapman Investment Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $13.3M, Microsoft Corp with a value of $12.8M, Mastercard Inc with a value of $10.2M, Apple Inc. with a value of $9.19M, and Amazon Com Inc with a value of $9.08M.

Examining the 13F form we can see an increase of $4.1M in the current position value, from $125M to 129M.

Below you can find more details about Chapman Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
Financial Services: $37.2 Million
Technology: $31.5 Million
Consumer Cyclical: $22.6 Million
Consumer Defensive: $13.3 Million
Industrials: $12.1 Million
Healthcare: $7.64 Million
Communication Services: $2.25 Million
Energy: $1.25 Million
Other: $1.16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $129 Million
  • Prior Value $125 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Chapman Investment Management, LLC Portfolio

Follow Chapman Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chapman Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chapman Investment Management, LLC with notifications on news.